How do I create or setup a portal for clients?
How do I invite a client?
You do not need to create or setup a portal account for clients. The first time you send or receive a secure message to or from your client, a portal is automatically created for your client. Encyro’s design philosophy is to make it easy for you, and your clients.
Add as Contact
You may, for your convenience, add a client as a contact. This makes the client available in search results when you type a portion of their name in the to-line on a new message. This also displays a client folder for you to easily send a new message without typing in their email address.
Send a Secure Message
When you send a secure message to a new client, a folder is created for that client on your side. The client is offered the option to sign up when they receive your secure message. They can sign up at that time or any time later. When they do sign up, they get access to all past unexpiredmessages and files they sent or received.
While you do not need to invite clients, as explained above, if you do want to let clients know about the secure portal and their account, you have the option to do the following:
- Send a first secure message to your client from your Encyro account, when engaging a new client. For instance, your message could say, “This is a sample message to show you how we will send you secure files or messages.” Or you could include a copy of their signed intake form.
- Your message could ask your client to create an Encyro password by following the option to reply below your message. There is no cost to the client, and no extra cost to you. This way the client will have continued access to your messages. (Without an account, messages expire.)
- Setup your upload page and send the upload page link to your client in an email informing them that is the web page where they can send you secure documents. Make sure you have setup your upload page and are familiar with how to use it.
How to Reset/Retrieve a Client's Password?
My client forgot their password, can I reset it? If Your client forgot their password, simply ask them to click the Forgot your password? link on the Encyr...
Can random people send me stuff in an uncontrolled manner on my upload page?
No, the upload page is protected by a Captcha - this prevents robots or spammers with automated software or such tools from automatically sending you uploa...
Delete a Client Account
Is there a way to delete a client's personal account if we want to start over? If you no longer serve a client, and are removing their data from your syste...
What address do I link to from my website for my client portal link?
I want to place a link titled Client Portal on my website. What web address should I use for that? You may use your Encyro upload page address. This page c...
How do I rename a folder?
The folder created for my contact shows the email as the folder name. How can I change it? Login to your Encyro account. You will arrive at the Documents v...
Can my client reply securely to my secure message?
If I send a secure message to someone, can they send me an encrypted response? Can my recipients send an encrypted message to me? If I send an encrypted em...
What is the minimum amount of setup needed to start communicating securely with a client?
No setup is required. Simply type your client's email address to send them a secure message. You do not need to create any account for them. You need not i...
Receive Securely from Others Without An Encyro Account
With Encyro, you can receive files or messages securely from clients without asking them to sign up for an Encyro account, or any client portal account. Th...
How do I use my upload page?
Your upload page lets you securely receive messages and files from others who do not have an Encyro account. Your upload page has an address like www.encyr...